Permitted access
Use only the systems and data your practice authorizes.
Healthcare Solutions / Workflows
Your practice workflows.
Connected by intelligence.
Explore AI-assisted administrative work across the systems your practice already uses.
Existing systems
Your practice software
PRAXEN AI
Understands your workflow
Team review
You review and approve
Approved action
Completes the task in your existing tools
01 / Scheduling
Give open slots and reminders a next step.
Find unconfirmed appointments and move reminders forward with your team’s review.
- Existing tools
- Scheduling + messaging
- Agent task
- Find unconfirmed appointments and draft reminders
- Team review
- Check recipient, timing, and message
- Approved action
- Send via the connected messaging tool
- Exception
- Missing contact details go to staff.
Appointment reminder
Awaiting reviewDemo · No message will be sent.
02 / Intake
Follow up on what is missing.
Identify incomplete forms and help move them forward.
- Existing tools
- Intake forms + appointment records
- Agent task
- Identify incomplete forms and prepare follow-up
- Team review
- Confirm the request and delivery channel
- Approved action
- Send the approved form reminder
- Exception
- Unclear or conflicting records go to staff.
Intake readiness
VISIT-001Oct 3, 2026● Missing form
VISIT-002Oct 4, 2026● Ready
Draft reminder
03 / Referrals
Keep the referral loop moving.
Surface stalled referrals and missing records so nothing falls through the cracks.
- Existing tools
- Referral records + documents + communications
- Agent task
- Surface stalled referrals and missing records
- Team review
- Review the status and proposed follow-up
- Approved action
- Send a request or create an assigned task
- Exception
- Clinical questions stay with the care team.
Referral tracking
| Referral | Status | Next step | Owner |
|---|---|---|---|
| REF-001 | ● Awaiting documents | Request records | Unassigned |
| REF-002 | ● Needs follow-up | Send reminder | Staff |
04 / Authorizations
Make pending requests easier to follow.
Flag aging requests and organize what’s needed.
- Existing tools
- Authorization records + documents
- Agent task
- Flag aging requests and organize missing items
- Team review
- Verify the documentation and next step
- Approved action
- Create a follow-up task or send an approved request
- Exception
- Coverage decisions remain with the payer.
Authorization request
05 / Communications
Turn a message into a coordinated response.
Categorize routine messages and help your team respond faster.
- Existing tools
- Practice inbox + scheduling context
- Agent task
- Categorize routine messages and draft replies
- Team review
- Review, edit, or escalate the response
- Approved action
- Send through an authorized channel
- Exception
- Clinical or urgent messages go to staff.
Patient message
Draft for reviewDemo · No message will be sent.
06 / Revenue
Give the billing team a clearer queue.
Surface aging items and documentation gaps.
- Existing tools
- Billing records + claim status
- Agent task
- Surface aging items and documentation gaps
- Team review
- Validate the issue and follow-up
- Approved action
- Create a task or send an approved document request
- Exception
- Coding and dispute decisions stay with qualified staff.
Aging claims queue
| Claim | Status | Next step | Owner |
|---|---|---|---|
| CLM-001 | ● Missing document | Request documentation | Unassigned |
| CLM-002 | ● Review status | Check and follow up | Staff |
Different workflows. One clear set of controls.
Define and validate these controls for each implementation.
Review & approval
Keep humans in the loop for every action.
Exception handling
Route edge cases to the right people.
Action records
Track what was done and when.
Start with one workflow worth improving.
Available interfaces, privacy requirements, and practice permissions shape what can be implemented.
Map your current tools
Identify the systems and data your team uses today.
Agree on the first use case
Choose a workflow with clear value and scope.
Test with your team
Run it together, review results, and refine the approach.
Keep your systems. Move the work forward.
Bring one administrative bottleneck to discuss with Praxen.
People
Ideas
Intelligence
Progress
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